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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Finicom is an advanced platform for syncing financial data from over 12,000 banks across the US and Canada with popular tools such as Google Sheets, Notion, and Airtable. Whether you're an individual or part of a team, Finicom simplifies the process of automating financial workflows, generating reports, and tracking spending. The platform’s bank-grade security ensures that sensitive financial data is fully encrypted, while custom formulas and filtering options let you tailor the data sync to meet your needs. With support for a wide range of integrations and destinations, Finicom enables real-time financial tracking and seamless collaboration, making it a go-to solution for businesses looking to manage their financial operations more efficiently.

Description

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

Allegro No 
Banana Accounting No 
Expensify No 
Google Analytics No 
Google Sheets Yes 
Mailchimp No 
Odoo No 
QuickBooks Online No 
SAP HANA No 
Salesforce No 
Shopify No 
Squarespace No 
Traverse No 
Twilio No 
Xero No 
Zoho Books No 
Zoho CRM No 
bexio No 
eBay No 

Integrations

Allegro Yes 
Banana Accounting Yes 
Expensify Yes 
Google Analytics Yes 
Google Sheets No 
Mailchimp Yes 
Odoo Yes 
QuickBooks Online Yes 
SAP HANA Yes 
Salesforce Yes 
Shopify Yes 
Squarespace Yes 
Traverse Yes 
Twilio Yes 
Xero Yes 
Zoho Books Yes 
Zoho CRM Yes 
bexio Yes 
eBay Yes 

Pricing Details

$10/month
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Finicom

Founded

2023

Country

United States

Website

finicom.com

Vendor Details

Company Name

upSWOT

Founded

2019

Country

United States

Website

upswot.com

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